PLAN DESIGN

Our plan consulting team can offer you a variety of options for your plan design, whether you are starting up a new plan or updating your existing one. Plans are designed on an individual basis with the company’s goals in mind. We can provide a detailed analysis at no cost to you by illustrating how the retirement plan can benefit your employees as well as the company. The company will be able to take a tax deduction and reduce their tax liability by increasing contributions in a retirement plan.

We believe in earning your trust and confidence and hence we do not charge for plan designs. Once you are happy with what our design specialists have to show, you can then decide if our design meets with your needs and budget.




5871 Cheviot Road Suite 6
Cincinnati, OH 45247

Phone: 800-577-1152
Fax: 513-741-5804